Jake is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society Dallas Fort Worth.
In his roles as a Portfolio Manager and a member of our Strategy Team at Edge Capital, he works closely with our Senior Wealth Advisors to build customized investment portfolios to meet the specific needs and objectives of our clients.
Born in Columbus, Georgia, and raised in Niceville, Florida, he graduated from the University of Alabama with a Bachelor of Science degree in Commerce and Business Administration, majoring in Finance and Economics.
In his free time, Jake enjoys fishing, hunting, and watching sports with friends – especially Alabama Crimson Tide football.
